Squamish Branch, Squamish
"To be a good financial planner, you need to care about your clients and strive to support them and their loved ones throughout their financial journey. There is no greater reward than that which comes from helping others."
Nadene has over 20 years of experience in the financial service industry and has completed numerous financial programs, including the Canadian Securities Course (CSC) and the Investment Funds in Canada (IFC). She is currently working towards completing her Certified Financial Planning (CFP) designation. This combination of experience and education provide Nadene with the necessary skill set to provide expert advice.
She has spent her career getting to know clients on a personal level and then providing the right tools and advice to help them reach their goals. Nadene prides herself on proactive advice, and letting her clients know when there is an opportunity that might be of interest to them.
“Having a thorough knowledge of each client’s situation is essential to providing the relevant, timely advice and customized solutions that my clients have come to expect and value. I enjoy simplifying complex situations and putting together an effective plan for meeting their future needs.”
Nadene and her team of specialists will develop and manage a lifespring® financial plan for you, integrating everything from insurance†, investments and estate planning as well as your business banking (if applicable). Nadene’s advisory team includes the following specialists: